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Privacy Policy

Blevins Franks Group takes the security and privacy of their contacts about which they hold information seriously. The purpose of this policy is to describe to you the information we may hold about you, explain what we use it for and explain your rights in relation to it.

WHAT INFORMATION DO WE COLLECT?We collect and process personal information. This information lets us know the specifics of who you are. Personal information is requested when you enquire about a service offered by us and send us feedback. This information will include, but is not limited to, your name, address, email address, telephone number(s) and our services that you have enquired about.

DOES BLEVINS FRANKS GROUP SHARE THE INFORMATION IT RECEIVES?We share personal information as set out below:

By transfer between Blevins Franks Group companies where we believe that the services will be beneficial to you. All Blevins Franks Group companies adopt the same data protection policy and maintain the same levels of confidentiality and security.

By transfer to third party agents which perform certain functions on behalf of BFG. These parties only have access to such information as necessary to perform their functions.

Where we have a legal obligation to do so.

USES OF PERSONAL DATAWe collect data for use in the normal course of our business. We may use contact details that you provide to us to inform you of relevant opportunities, developments and events, unless you decide to opt out. We will only process the individual data which you provide for its intended purpose and we shall take all reasonable steps to ensure that the data held is adequate, relevant and that no more personal data is processed than is necessary having regard to the purposes of the processing.

HOW DOES BLEVINS FRANKS GROUP PROTECT YOUR INFORMATION?

Collection of data - We will only obtain personal data from you for a specified and lawful purpose.

Accuracy of data - We will endeavour to maintain accurate records about our customers at all times. Customers can assist us in doing this by informing us of any changes in status, address, investment options or any other relevant information.

Retention of data - When requested we will delete personal information from current operational systems where required. We may need to continue to hold some details about you for legal and regulatory purposes.

Policy changes - If it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will post notice of the proposed change or advise you directly.

Who We Are

Blevins Franks has been providing specialist financial advice to British expatriates across Europe for over forty years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.

If you’re living abroad, thinking about moving, or planning to return to the UK, we can help you make the most of your wealth in the most tax-efficient way possible.